Loading
Create Referrals for Financial Services

You are here:

  1. Salesforce Help
  2. Docs
  3. Agentforce Financial Services Financial Services

Create Referrals for Financial Services

Create a referral to connect a client's financial need with the right specialist. You can create a referral from a list view, a record page, or the Post-Meeting Follow-Up tab in a meeting playbook to capture client needs immediately after a meeting.

Required Editions

User Permissions Needed
To create a referral:

Referral Management User

AND

Financial Services Cloud Extension OR FSC Foundation OR Financial Services Cloud Service OR FSC Sales

Create Referrals from a List View Page

To capture a client's financial need and route it to the right specialist, create a referral from a referral list view, an account record page, or the Create Referral tab in the Agentic Advisor app.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
  1. To create a referral from the Referrals list view page, follow these steps.
    1. From the App Launcher, find and select Referrals.
    2. Click New.
    3. Enter the details and save the changes.
  2. To create a referral from an account record page, follow these steps.
    1. From the App Launcher, find and select Accounts.
    2. Click the quick action, Create Referral.
    3. Enter the details and save the changes.
  3. To create a referral from the Agentic Advisor app, follow these steps.
    1. From the App Launcher, find and select Agentic Advisor.
    2. Click the Create Referral tab.
    3. Enter the details and save the changes.

Create Referral from the Meeting Playbook

Create a referral directly from a meeting playbook immediately after a client meeting, while the interaction details are still fresh.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition

Make sure that your org admin has created and activated a referral intake configuration, and a set of referral assignment rules.

  1. From App Launcher, click Meeting Playbooks.
  2. Click a meeting playbook.
  3. Click the Post Meeting tab.
  4. From the Agentforce Actions section, click Create Referral.
    Make sure that you have already generated, reviewed, and saved your meeting follow-up details.
  5. Review the referral creation suggestions, and then click Create Referral.
 
Loading
Salesforce Help | Article